Latest Institutional Transactions on Cbiz, Inc. (CBZ)
This table provides information on the latest institutional transactions involving Cbiz, Inc. (CBZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-231K- 30.61% |
$11.8M - $17.9M
|
523K
$26.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.1KNew |
$518K - $788K
|
10.1K
$517K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55- 91.67% |
$2.82K - $4.28K
|
5
$256
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-11.8K- 14.69% |
$603K - $917K
|
68.4K
$3.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
98.4KNew |
$5.04M - $7.66M
|
98.4K
$5.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-37- 7.66% |
$1.89K - $2.88K
|
446
$22.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-3- 0.03% |
$154 - $233
|
9.97K
$510K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.93K- 7.34% |
$304K - $462K
|
74.9K
$3.83M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-7- 0.75% |
$358 - $545
|
931
$47.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-98- 36.03% |
$5.02K - $7.63K
|
174
$8.9K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 0.2% |
$3.28K - $4.98K
|
31.9K
$1.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-448K- 99.96% |
$22.9M - $34.8M
|
195
$9.97K
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
SELL
|
- |
-6.5K- 59.09% |
$333K - $506K
|
4.5K
$230K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
315+ 276.32% |
$16.1K - $24.5K
|
429
$21.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-2.3K- 21.41% |
$118K - $179K
|
8.45K
$432K
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
55+ 1.48% |
$2.82K - $4.28K
|
3.78K
$193K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 1.23% |
$307 - $467
|
494
$25.3K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-249- 9.69% |
$12.7K - $19.4K
|
2.32K
$119K
|
|
|
Nov 04, 2025
Q3 2025
|
Mawer Investment Management Ltd.
Calgary, A0 |
SELL
|
- |
-714- 0.55% |
$36.5K - $55.6K
|
128K
$6.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
279KNew |
$14.3M - $21.7M
|
279K
$14.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-618- 3.97% |
$31.6K - $48.1K
|
15K
$764K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.95K+ 10.42% |
$407K - $619K
|
84.2K
$4.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-8- 8.42% |
$410 - $622
|
87
$4.45K
|
|
|
Nov 04, 2025
Q3 2025
|
Optimize Financial Inc
Laguna Hills, CA |
BUY
|
- |
5.3KNew |
$271K - $412K
|
5.3K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
345+ 3.13% |
$17.7K - $26.8K
|
11.4K
$582K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16+ 0.11% |
$819 - $1.24K
|
14.8K
$754K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
3.71K+ 4.92% |
$190K - $289K
|
79K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.94K- 11.4% |
$253K - $384K
|
38.4K
$1.96M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
SELL
|
- |
-499- 3.33% |
$25.5K - $38.8K
|
14.5K
$741K
|
|
|
Nov 03, 2025
Q3 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
1.16K+ 6847.06% |
$59.6K - $90.6K
|
1.18K
$60.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-497- 2.76% |
$25.4K - $38.7K
|
17.5K
$895K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
73.5KNew |
$3.76M - $5.72M
|
73.5K
$3.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-1.37K- 17.66% |
$70.1K - $107K
|
6.39K
$327K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
SELL
|
- |
-16K- 74.41% |
$822K - $1.25M
|
5.52K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.96K+ 5.56% |
$152K - $231K
|
56.3K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2New |
$102 - $156
|
2
$102
|
|
|
Oct 29, 2025
Q3 2025
|
Bloomberg Sen Inc.
Toronto, A6 |
SELL
|
- |
-11.5K- 1.03% |
$589K - $896K
|
1.11M
$56.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
22.7KNew |
$1.16M - $1.77M
|
22.7K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
15.8K+ 3.96% |
$808K - $1.23M
|
414K
$21.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.14KClosed |
$161K - $244K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5.5K+ 84.62% |
$282K - $428K
|
12K
$614K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Capital Partners LTD
London, |
BUY
|
- |
7.5K+ 7.89% |
$384K - $584K
|
103K
$5.24M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1- 0.96% |
$51.2 - $77.8
|
103
$5.27K
|
|
|
Oct 24, 2025
Q3 2025
|
Summit Creek Advisors LLC
Minneapolis, MN |
SELL
|
- |
-22K- 7.19% |
$1.13M - $1.71M
|
284K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
3.4KNew |
$174K - $264K
|
3.4K
$174K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-29- 1.33% |
$1.48K - $2.26K
|
2.15K
$110K
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
16KNew |
$820K - $1.25M
|
16K
$819K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-452- 2.4% |
$23.1K - $35.2K
|
18.4K
$940K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.6K+ 168.6% |
$951K - $1.45M
|
29.6K
$1.51M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-43- 0.83% |
$2.2K - $3.35K
|
5.15K
$263K
|
|